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Name Holding Trade Value Shares
Change 		Change in
Stake
VBCG
2501
Valley Brook Capital Group
Pennsylvania
$202K +$170K +974 New
AW
2502
Avion Wealth
Texas
$202K +$39.9K +229 +16%
DWM
2503
Denver Wealth Management
Colorado
$202K +$170K +973 New
TCWA
2504
Ten Capital Wealth Advisors
Washington
$201K -$144K -828 -46%
BA
2505
Bridge Advisory
California
$201K -$401K -2,300 -70%
MPIA
2506
Mountain Pacific Investment Advisers
Idaho
$200K +$169K +966 New
GFWA
2507
Grey Fox Wealth Advisors
Delaware
$200K +$21.3K +122 +14%
RA
2508
Rise Advisors
New York
$199K -$698 -4 -0.4%
MFT
2509
Moisand Fitzgerald Tamayo
Florida
$197K +$47.1K +270 +40%
CTA
2510
Colonial Trust Advisors
South Carolina
$196K -$2.62K -15 -2%
SCA
2511
Stonebridge Capital Advisors
Minnesota
$191K -$27K -155 -14%
ECG
2512
Edge Capital Group
Georgia
$191K -$49.4K -283 -24%
BWM
2513
BerganKDV Wealth Management
Minnesota
$190K -$174K -995 -52%
BHWM
2514
Bay Harbor Wealth Management
Maryland
$189K – – –
OLVIG
2515
Oliver Lagore Vanvalin Investment Group
Michigan
$188K -$111K -637 -41%
BONH
2516
Bank of New Hampshire
New Hampshire
$187K – – –
BBPWM
2517
Blue Bell Private Wealth Management
Pennsylvania
$185K -$698 -4 -0.4%
AF
2518
Arrow Financial
New York
$183K +$36.3K +208 +31%
CFG
2519
CKW Financial Group
Hawaii
$183K +$1.74K +10 +1%
TH
2520
TCTC Holdings
Texas
$179K +$6.98K +40 +5%
DIP
2521
DT Investment Partners
Pennsylvania
$177K +$160K +918 +519%
RCM
2522
Raleigh Capital Management
North Carolina
$177K +$22.5K +129 +18%
CT
2523
Colonial Trust
South Carolina
$176K -$22.3K -128 -13%
OCM
2524
Orion Capital Management
California
$174K +$52.3K +300 +56%
FRA
2525
Front Row Advisors
California
$174K -$36.6K -210 -20%
99 100
101
102 103